00:00: Let's configure message presets to streamline your agency's communications! We'll
00:04: guide you through setting up, editing, and applying dynamic message templates for
00:08: efficient request handling.
00:10: Agency
00:11: Agency
00:12: Administrators can configure pre-built message templates or presets for
00:16: transactional and mass communications sent to requesters.
00:19: Presets support dynamic tokens that automatically pull values from the request
00:23: record.
00:27: Use message presets to create or update a standard response, such as an acceptance
00:31: or acknowledgement notice.
00:33: Use presets to configure the default message that appears when agency staff accept
00:38: or decline a request.
00:40: To configure presets or add a new preset, go to Settings.
00:44: In the left-side menu, navigate to Message Presets. Here, edit an existing preset or add
00:50: a new one.
00:51: To edit an existing message, click on the message preset.
00:55: Click in the box and adjust the message body content.
01:05: You can also use dynamic tokens to personalize messages automatically.These
01:10: allow you to insert dynamic values from the request record into a preset message.
01:14: message.
01:15: For example, include the request name, request number,
01:19: agency name,
01:21: and deadline date.
01:22: To add a token to the preset,
01:24: click to copy it.
01:26: Navigate to the area where you want to place the token, then save the preset.
01:32: Once saved, confirm the preset is added by applying it to a message.
01:42: Go back to messages.
01:44: Navigate to preset
01:45: that was modified.
01:50: Here is the deadline date
01:52: displayed from the token we added to the preset, with the new additional language
01:55: added.
01:57: To add a new preset, navigate to Agency Settings, then Message Presets.
02:03: Click New Preset to open a blank message body and enter a preset name. Configure and
02:08: save your preset. To delete a preset,
02:10: click Delete Preset.
02:13: You have successfully configured and managed message presets to automate your
02:17: agency's communications.